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Bravera Wealth’s Intuitive Surgical ISRG Stock Holding History

Bravera Wealth’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$29K – 385
2026
Q1 		$29K Buy
63
+37
+142% +$18.7K 0.01% 222
2025
Q4 		$14.7K Buy
+26
New +$13.8K 0.01% 250

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Bravera Wealth's ISRG Position: Q2 2026 in Review

Bravera Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 63 shares — an estimated $29K sold.

Bravera Wealth first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $29K in Q1 2026. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bravera Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 63 Intuitive Surgical shares in Q2 2026, an estimated $29K.
  • Bravera Wealth first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Bravera Wealth's Intuitive Surgical position peaked at $29K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.